Physician Wealth Advisors
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Physician Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Physician Wealth Advisors’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72K Buy
101
+18
+22% +$501 ﹤0.01% 1414
2026
Q2 		$2.23K Buy
+83
New +$1.77K ﹤0.01% 1462

Other funds holding EPC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Physician Wealth Advisors's EPC Position: Q3 2026 in Review

Physician Wealth Advisors increased its Edgewell Personal Care (EPC) stake by 22% in Q3 2026, buying an estimated $501 and bringing the position to 101 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Physician Wealth Advisors first reported a position in EPC in Q2 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

  • Physician Wealth Advisors held 101 shares of Edgewell Personal Care worth $2.72K as of Q3 2026.
  • Physician Wealth Advisors bought 18 Edgewell Personal Care shares in Q3 2026, an estimated $501.
  • Edgewell Personal Care made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1414 holding.
  • Physician Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.